Benton Innovation Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm operates as an investment manager that focuses on pooled vehicles and institutional mandates rather than serving retail individual clients. It provides investment advisory and portfolio management services for those pooled or institutional accounts and is organized as a very small practice with a single advisor and no reported individual clients or assets under management.
The firm's sole owner, who serves as president and chief compliance officer, is responsible for supervising all advisory activities and reviews accounts and recommendations on an ongoing basis. While investment managers commonly charge percentage-of-AUM fees, the firm discloses the use of alternative billing arrangements — including hourly fees — which is uncommon among peers in this category.
The firm’s owner also conducts several outside business activities that create potential conflicts of interest, including acting as a licensed insurance agent (which may generate commissions), serving as an Intuit-authorized consultant (which may generate referral fees), and leading a 501(c)(3) ecological nonprofit that provides deferred compensation. That mix of insurance sales, referral relationships, and nonprofit leadership alongside institutional investment management is a noteworthy departure from typical institutional-only managers and is disclosed for client consideration.
Client services
Expertise
Fee options
Commissions from the sale of insurance products
Main office
501 Pulliam St SW, Ste 506
Atlanta GA 30312-2750
Advisors at this office
1
Most active in
Georgia
Also doing business as
Benton Innovation Group · Benton Innovation Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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